|
1
|
Charles Schwab
San Francisco,
California
|
US$7.42億
|
-US$2856萬
|
-1,362,135
|
-4%
|
|
|
2
|
Empower Advisory Group
Greenwood Village,
Colorado
|
US$6.25億
|
+US$4698萬
|
+2,240,553
|
+8%
|
|
|
3
|
CI Investments Inc
Toronto,
Ontario, Canada
|
US$1.72億
|
-US$138萬
|
-65,818
|
-0.8%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
US$5484萬
|
+US$221萬
|
+105,185
|
+4%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
US$3539萬
|
-US$82.4萬
|
-39,283
|
-2%
|
|
|
6
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
US$2929萬
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
US$2152萬
|
+US$45.3萬
|
+21,587
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
US$2074萬
|
-US$159萬
|
-75,732
|
-7%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
US$1782萬
|
+US$100萬
|
+47,592
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
US$1310萬
|
+US$128萬
|
+61,139
|
+11%
|
|
|
11
|
Hamrick Investment Counsel
Seattle,
Washington
|
US$966萬
|
+US$61.5萬
|
+29,333
|
+7%
|
|
|
12
|
Avos Capital Management
Seattle,
Washington
|
US$836萬
|
+US$49.6萬
|
+23,668
|
+6%
|
|
|
13
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
US$823萬
|
+US$61.9萬
|
+29,505
|
+8%
|
|
|
14
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
US$765萬
|
+US$48萬
|
+22,908
|
+7%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
US$760萬
|
+US$60.7萬
|
+28,941
|
+9%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
US$674萬
|
+US$8.52萬
|
+4,063
|
+1%
|
|
|
17
|
|
US$651萬
|
+US$649萬
|
+309,492
|
+20,483%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
US$650萬
|
+US$25.8萬
|
+12,315
|
+4%
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
US$599萬
|
+US$11.5萬
|
+5,470
|
+2%
|
|
|
20
|
|
US$534萬
|
-US$704萬
|
-335,825
|
-57%
|
|
|
21
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
US$531萬
|
-US$8,114
|
-387
|
-0.2%
|
|
|
22
|
|
US$525萬
|
+US$57.4萬
|
+27,372
|
+12%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
US$507萬
|
+US$41.5萬
|
+19,769
|
+9%
|
|
|
24
|
City State Bank
Norwalk,
Iowa
|
US$462萬
|
+US$11.5萬
|
+5,506
|
+3%
|
|
|
25
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
US$443萬
|
+US$21萬
|
+10,002
|
+5%
|
|
